---
title: Solver Reviews
meta_title: 'Solver Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 293 reviews by the users' company size, role or industry
  to find out how Solver works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 293
  scale: '5'
date_modified: '2026-09-17'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Solver Reviews
**Vendor:** Solver  
**Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 293  
**AI Enabled:** This product embeds AI to enhance or extend its core functionality.
## About Solver
Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage with Solver Copilot for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com.



## Solver Pros & Cons
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.

**What users like:**

- Users find Solver's **reporting efficiency** excellent for seamless information gathering and easy report generation. (15 reviews)
- Users value the **ease of use** of Solver, enhancing flexibility in reporting and streamlining the budgeting process. (13 reviews)
- Users value the **Excel integration** of Solver, enhancing flexibility and ease in report building and finance operations. (12 reviews)
- Users commend the **ease of report creation** in Solver, greatly enhancing their budgeting and financial reporting processes. (12 reviews)
- Users value the **high-quality reporting** from Solver, enhancing their ability to create detailed and effective reports. (12 reviews)
- Users value the **efficiency** of Solver, enabling seamless reporting and streamlined finance operations with minimal effort. (11 reviews)
- Users appreciate Solver's **seamless integration** capabilities, enhancing data connectivity and simplifying reporting and budgeting processes. (11 reviews)
- Users highlight the **report automation** feature of Solver, significantly enhancing budgeting processes and data accessibility. (9 reviews)
- Automation (7 reviews)
- Features (7 reviews)

**What users dislike:**

- Users find a **significant learning curve** with Solver, despite the availability of helpful resources for assistance. (8 reviews)
- Users encounter a **significant learning curve** with Solver, often needing additional help for report creation and organization. (5 reviews)
- Users often face **data management issues** requiring frequent saves and causing inefficiencies in reporting and uploads. (5 reviews)
- Users struggle with a **significant learning curve** when creating reports, often needing external help to navigate the system. (5 reviews)
- Users find the **difficult setup** of Solver challenging, especially for payroll budgets and employee adjustments. (4 reviews)
- Users find **limited reporting capabilities** in Solver, making report creation more time-consuming than expected. (4 reviews)
- Users find the **missing features** frustrating, as essential functions and clear error messages are lacking in Solver. (4 reviews)
- Slow Performance (4 reviews)
- Complexity (3 reviews)
- Users find **Excel compatibility problematic** , as it limits functionality and complicates data management within Solver. (3 reviews)

## Solver Reviews
  ### 1. Great Reporting Tool That Continues to Improve

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rich Y. | Finance Manager, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** September 07, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

Solver has made reporting much easier for our finance team. The Excel-based platform is a huge advantage because it feels familiar and allows us to build reports quickly without a big learning curve. Administration is also easy to manage, whether it's metadata, security, or business rules.

The platform has been extremely reliable, and the support team is always responsive when we need help.

What I'm most excited about right now is where Solver is headed. Connector Studio looks like it will make it much easier to bring in data from other systems like UKG and Ramp, giving us reporting capabilities we don't have today. I'm also excited about the AI features and AI agents they're developing to help streamline reporting and analysis.

**What do you dislike about Solver?**

There really isn't much to dislike. Like any software, there are new features to learn from time to time, but the support team has always been helpful and quick to answer questions.

**What problems is Solver solving and how is that benefiting you?**

Solver has helped us centralize reporting, reduce manual work, and improve consistency across our finance processes. It saves our team a significant amount of time and allows us to focus more on analysis and decision support instead of pulling data together and building reports manually.

With the continued advancement of AI capabilities, I only expect to spend less time building out reports and more time focused on value-added analysis for our business leaders.

  ### 2. Solver Ascend 2025 Training/Conference

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tracy N. | Chief Financial Officer, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 22, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

The solver training on Monday and Tuesday was very informative, relevant, and useful. I learned new things that I will use for Solver report creation, that I didn't learn during the implementation phase for Indiana Health Centers, Inc. The support that was provided during the training was very helpful in understanding the benefits and use of Solver reporting. The general sessions provided information that will allow me to continue to maximize the benefits of Solver. Prior to the training/conference I didn't understand the use or benefit of CoPilot. Overall a great learning opportunity.

**What do you dislike about Solver?**

The only dislike was that a couple of the general sessions were not what I expected based on the information provided for each session. One specific session was on Solver and Profromas.

**What problems is Solver solving and how is that benefiting you?**

Solver has improved the reporting process by reducing the amount of time staff spends preparing monthly financial reports for the Board of Directors. The report preparation time was reduced from approximately 2-3 hours each month to approximately 15 minutes.

  ### 3. Drag-and-Drop Reporting That Empowers the Whole Team

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jared F. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

Before Solver we used a reporting software that you needed to know how to code to truly make reports or even understand the logic behind them. Now with Solver writing reports is so easy that over half the team has written one at one point or another. The UI just makes it so easy to drag and drop and then add filters. We still have the superuser experts to help smooth everything but almost anyone can get the bones in place now.

**What do you dislike about Solver?**

I dislike that not all features are available in all screens and how shallow some features are. For example, if you run a report you can then drilldown and see the data behind the number. You can rename it and open another. But there is not a feature to auto-name new drilldowns. For a platform based on efficiency its an unnecessary step. During month end it could save 5-10 minutes at least in variance analysis. But to go a step further, you can't rename those drilldowns if you open the report via the report archive. So you have a feature in one spot but not another.

**What problems is Solver solving and how is that benefiting you?**

The biggest problem Solver fixed was the time it took to make changes to a budget. Previously any change would be made and the process to let it flow through Active Planner took 90 minutes. Now one person can make the change and re-run a report and its immediately there and current.

  ### 4. Centralized, Scalable Financial Reporting with Easy Drill-Down in Solver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eugene H. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**What do you like best about Solver?**

For NIJC, the main benefits of Solver are:<br><br>Centralized financial reporting – Solver connects directly to QuickBooks Online, reducing the need to manually export, combine, and update multiple Excel files.<br>Departmental budget monitoring – program leads can review their budgets, actual expenses, and variances without relying on Finance to send a new Excel file every month.<br>Drill-down capability – users can move from summarized financial information to transaction-level detail when investigating a variance.<br>Scalability – as NIJC adds programs, grants, cost centers, and reporting requirements, Solver provides a more scalable reporting structure than maintaining an increasing number of standalone Excel workbooks.

**What do you dislike about Solver?**

One limitation we have experienced with Solver is the lack of full automation around report periods. We created budgets by cost center and wanted the report template to automatically populate each cost center’s start and end dates from a separate reference table. Our goal was to make the report fully automated, so users would not need to manually select the start and end dates every time they run it.

**What problems is Solver solving and how is that benefiting you?**

Solver is solving the key financial reporting and planning challenge for NIJC:<br><br>Too much manual Excel work: Before Solver, Finance relied heavily on exporting data, updating spreadsheets, and maintaining multiple versions of reports. Solver reduces this manual work by connecting directly to QuickBooks Online and allowing reports to refresh with current data.

  ### 5. Familiar for Excel Pros—An Easy Start with Solver

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nick D. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**What do you like best about Solver?**

I am new to Solver as I just started a new position at a new company. What I really like about it is I don't feel like I am starting from scratch because I am a CPA by trade and have worked in Excel for decades

**What do you dislike about Solver?**

I am not overly familiar with the product yet as I am still new to it (please see my previous response), but the one thing I can think of is my first impression of hearing about it and seeing it was it almost seems a bit redundant? Of course, I know there is more functionality, particularly connecting various platforms. But my first thought when I started here a couple weeks ago was why do we need this when we have BC 365 / Power BI, Excel, etc.?

**What problems is Solver solving and how is that benefiting you?**

Solver is our primary financial reporting tool, and it connects our GL (BC 365) and our investment tracking platform (Addepar). It provides a means to sit on top of and connect the raw 'source-of-truth' data from these other platforms

  ### 6. User-Friendly Solver with Handy Ad Hoc Reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about Solver?**

I have only recently started using Solver within the last few months, but I really like how user friendly it has been compared to historical systems I have used. I also really enjoy the ad hoc reporting tool for when I just need a quick data pull.

**What do you dislike about Solver?**

I dislike how small the reporting window is when running reports in the web version - I wish I could shrink up the top portion to extend the report higher in my web browser.

**What problems is Solver solving and how is that benefiting you?**

My company did not have a reporting tool prior to Solver so it is giving us the opportunity to be able to quickly pull reports when needed. We also used Excel for budgeting so being able to input budget data into a system that can save the data for us, as well as eliminate some human error in adding up numbers will be game changing.

  ### 7. Honest Solver Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Samantha C. | Senior Accountant, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

The ability to share reports is helpful as well as the reports being excel based. As well as being able to refresh the data as needed instead of waiting for a timed refresh helps with report accuracy.

**What do you dislike about Solver?**

I wish there was an excel add in so we did not have to go through the Solver website in order to make the reports. Depending on the reports, building a report through Solver can be difficult at times to make sure you are choosing the correct parameters.

**What problems is Solver solving and how is that benefiting you?**

Solver has help automate some reports we have that we previously would have to update manually

  ### 8. Collaborative Culture and Excel-Based Reporting Make Solver Shine

**Rating:** 4.0/5.0 stars

**Reviewed by:** Harrison R. | Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about Solver?**

The culture among users and staff around sharing ideas and continuously improving the product is a major plus for Solver. The ability to generate reports in a familiar Microsoft Excel environment is also very beneficial, since Excel is the most common way that most organizations communicate data both internally and externally.

**What do you dislike about Solver?**

In my experience, the AI “Help” tool isn’t very helpful. I’ve used it extensively, and the only output I can reliably count on is custom period functions. Beyond that, the AI tool usually just sends me in circles and doesn’t get me to a clear answer.

**What problems is Solver solving and how is that benefiting you?**

Solver helps me standardize custom reports. Being able to structure both financial and non-financial data is extremely helpful when I analyze financial statements against the budget or the prior year via variance analysis.

  ### 9. Easy-to-Access Reporting and Strong Budgeting with Solver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dillon P. | Financial Analyst, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 19, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

Creating reports that our managers can easily access and review has been extremely helpful. Using Solver to build our budgets and add comments has also been a valuable addition for the organization.

**What do you dislike about Solver?**

Report creating can be a little difficult but we are grateful to use a consultant. Excited for Solver AI features to continue to develop.

**What problems is Solver solving and how is that benefiting you?**

Better financial controls and tracking throughout the organization. Also a great source for storing internal notes and comments.

  ### 10. Excited About the Budgeting and Reporting Capabilities

**Rating:** 4.5/5.0 stars

**Reviewed by:** Charmel C. | Controller, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 19, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

Budgeting and reporting capabilities. I am most excited about learning more of this and how it will be beneficial to our company.

**What do you dislike about Solver?**

I am fairly new to this system so I do not have anything right now, but as I progress to understanding and learning the system, I will provide feedback.

**What problems is Solver solving and how is that benefiting you?**

Streamlining our budget process. I have yet to utilize the planning part and building additional reports.

  ### 11. Effortless Reports with Seamless Integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** tom c. | Controller, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 24, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

I love that Solver is cloud-based and accessible anywhere, which makes it super easy to use. It's also highly customizable and can connect different systems' data seamlessly. Solver makes running reports simple for users, and after we do the heavy lifting of creating reports, it's very easy to adjust as needed. I also like that it can make the budget as detailed as you can imagine.

**What do you dislike about Solver?**

We recently used all payroll names and titles for the payroll budget, but calculating payroll budgets for hourly employees is difficult and needed some estimation. We had some difficulty with requests to add more employees and adjust employee data, which had to be done on the data warehouse side.

**What problems is Solver solving and how is that benefiting you?**

Solver simplifies running financial reports and is highly customizable. It's cloud-based, accessible anywhere, and seamlessly connects different systems' data. However, estimating payroll budgets for hourly employees is challenging, and adjustments require data warehouse support.

  ### 12. Solver Speeds Up Production-Ready Reports

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chavarous K. | QlikView / Qlik Sense System Administrator, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** July 23, 2026

**What do you like best about Solver?**

Solver helps us go from an idea to a production ready report in less time that other tools.

**What do you dislike about Solver?**

modeling data in Solver is very complex and not for a lay developer. I'd like to see that barrier of entry reduced

**What problems is Solver solving and how is that benefiting you?**

I can scale reports very quickly, from creation to improvements. The responsiveness of the tool is excellent as well. We are looking forward to using the budget module to improve that business process.

**Official Response from Rebekah Klimuck:**

> Hi Chavarous, Thank you for the valuable feedback. Will we be seeing you at our ASCEND conference? We would love to connect over any sessions that may help your Solver experience become more efficient. 

  ### 13. Easy to Use Yet Flexible Enough for Complex Needs

**Rating:** 4.5/5.0 stars

**Reviewed by:** Christopher F. | Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 18, 2026

**What do you like best about Solver?**

Solver is really easy to use, while still being flexible enough to handle more complicated needs.

**What do you dislike about Solver?**

I think there are a few things that could be improved when it comes to visually mapping out the data warehouse. Understanding the different elements and how they relate to each other is sometimes easier with a more visual layout, rather than only a card- or list-based view.

**What problems is Solver solving and how is that benefiting you?**

Our previous system was overly complicated and not intuitive at all. With Solver being based in Excel, I find it more familiar and much less complicated.

  ### 14. Solver Experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jessie N. | Vice President, Accounting and Finance , Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 09, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

Solver is a good tool for budget and forecasts if used correctly. Solver could be shared with planned user groups and roles

**What do you dislike about Solver?**

The design could be difficult and require training

**What problems is Solver solving and how is that benefiting you?**

It helps us to do annual budget and monthly forecasts

  ### 15. Brand new user - So Far, So Good!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jon M. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

I like the ability to generate visually useful reports directly from Solver when pulling from a lot of detailed data. As a brand new user, still learning about Solver, my feedback is somewhat limited, but so far so good!

**What do you dislike about Solver?**

Honestly, remembering the various modules and dimensions is the toughest part because I didn't set them up originally!

**What problems is Solver solving and how is that benefiting you?**

Generating rate/volume reporting for better analysis and visualization to help generate awareness and future budgeting.

  ### 16. One-Stop FP&A Platform, but Still Waiting on Promised AI Tools

**Rating:** 3.5/5.0 stars

**Reviewed by:** Heather Y. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about Solver?**

one stop for FP&A.  Once you have the data connections you can build lots of things.  I want to see the ai tools that were promised

**What do you dislike about Solver?**

I'm not sold on the product. I think if you have data available via SQL feeds you could possibly build the same inside of excel.

**What problems is Solver solving and how is that benefiting you?**

RSM built the financials inside of solver so we can do our financials there but not inside our ERP.  Frustrating.

  ### 17. Good experience with minimum headaches

**Rating:** 4.0/5.0 stars

**Reviewed by:** Joe S. | Sr Accountant, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 16, 2023

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

Built on top of Excel and easy to use for accountants

**What do you dislike about Solver?**

Migration to Cloud was more intense and hands on that I thought it would be

**What problems is Solver solving and how is that benefiting you?**

Our reporting and publishing needs

  ### 18. Genius Excel-Based Report Building for FP&A Teams

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marcus M. | Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**What do you like best about Solver?**

I think the report building on top of the base Excel programming is genius. Nearly all FP&A people know Excel, so instead of learning something completely new, you get to have a base knowledge and then add new skills.

**What do you dislike about Solver?**

There are allowed features that can cause a headache down the road or a possible security concern.

**What problems is Solver solving and how is that benefiting you?**

It solves the problem of having incorrect financial statements for our business.

  ### 19. Revolutionized Our Financial Reporting with Ease

**Rating:** 5.0/5.0 stars

**Reviewed by:** Titi S. | Senior Vice President of Finance, CFO, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 15, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

I like Solver because it's a big time saver and easy to use. The ability to prepare financial reports and do analysis tasks that would normally take two weeks can be done with just a click of a button. I appreciate how Solver makes it easy to create graphs for analysis and how quickly it produces reports. In a busy environment where there's constant pressure to complete tasks on time, Solver is a tremendous benefit. The automation of financial reporting has been extremely helpful.

**What do you dislike about Solver?**

I think it would be nice to have the graphs that are done to be ready to go. So graphs, tables, and icon or legends can be fixed so that when we run it, it automatically comes as it appears on the software system. That is a major thing that we believe can be improved.

**What problems is Solver solving and how is that benefiting you?**

I use Solver to save time in financial analysis and reporting, making it easy to automate tasks. It allows me to quickly generate reports, which would typically take weeks. Solver is a major time saver, especially in a demanding environment.

  ### 20. PowerBI + Excel-Like Ease, But Template Updates Can Feel Rigid

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** July 16, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

The PowerBI integration and the fact it works just like excel is helpful I feel like Solver has been quite helpful during forecasting and budget seasons. The Solver representatives have been helpful as well

**What do you dislike about Solver?**

Can be rigid sometimes. For example, having to create new templates for each quarter rather them being evergreen.

**What problems is Solver solving and how is that benefiting you?**

It is great at giving a snapshot of budgets in a way that is clear.

  ### 21. Quick, Knowledgeable Solver Team That Keeps Improving Processes

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jayma M. | Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**What do you like best about Solver?**

The Solver team responds quickly and is very knowledgeable. I really appreciate their commitment to improving processes and making things run more smoothly.

**What do you dislike about Solver?**

Report Designer can be challenging to navigate, but thankfully Solver Academy is helpful and makes it easier to find our way around.

**What problems is Solver solving and how is that benefiting you?**

We’re excited that Solver is releasing its Connector Studio, which will let us combine even more data for reporting.

  ### 22. Robust Reporting, Integration Challenges

**Rating:** 3.5/5.0 stars

**Reviewed by:** Eric B. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 04, 2026

**What do you like best about Solver?**

I appreciate the ability to link Solver with Microsoft Business Central and update transactions in real-time. The reporting templates and foundation for building reports seem very robust, providing us with flexibility in our data and plenty of options for useful reports we can add in the future.

**What do you dislike about Solver?**

I think there could be improvements on the implementation process. Often it seemed like Solver reps were too busy or dropped the ball related to our plan. We unfortunately are a month behind compared to the initial go live date for the company. Better communication through the week rather than only a follow-up call on a weekly basis. There are many times follow-up on progress via email would be helpful after the follow-up call or preparation for the follow-up call the next week. We are still working through it. As commented before, it has been a bit of a struggle with some delays.

**What problems is Solver solving and how is that benefiting you?**

Solver helps mitigate errors, reduce time on compiling reports, and offers flexibility in data analysis. Its integration with Microsoft Business Central and robust reporting templates are valuable for accessing and creating useful reports.

  ### 23. Powerful Reporting Flexibility for Any Need

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joe B. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 25, 2026

**What do you like best about Solver?**

The complexity and being about to create any report you need

**What do you dislike about Solver?**

The complexity of having to know each and every area formulas and query selection is located and what it does. But it is needed to get the job done.

**What problems is Solver solving and how is that benefiting you?**

It is giving us the ability to create our own yearly and monthly statements saving time and money from the auditors creating them

  ### 24. Amazing Full-Day Pre-Training with Valuable Hands-On Report Building

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jamie F. | Director of Accounting, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**What do you like best about Solver?**

The full-day pre-training sessions were amazing. The extra hands-on practice really helped me feel more comfortable building reports.

**What do you dislike about Solver?**

I would like the conference sessions to be longer than an hour, so there’s more time to do a deeper dive into the features of the Solver application.

**What problems is Solver solving and how is that benefiting you?**

We use Solver for our organization’s financial, budgeting, and auditing reports.

  ### 25. Excellent for Consolidations and Importing Trial Balances

**Rating:** 5.0/5.0 stars

**Reviewed by:** Linda F. | Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about Solver?**

We use it to consolidate our companies, with the ability to import their trial balances.

**What do you dislike about Solver?**

The periods don’t close, and depending on future changes, the report can change if you rerun a previous period.

**What problems is Solver solving and how is that benefiting you?**

Currently using it for reporting and budgeting, and the plan is to add analysis and forecasting in the future.

  ### 26. Highly Flexible Reporting with Easy Multi-Source Data Pull

**Rating:** 5.0/5.0 stars

**Reviewed by:** LORI E. | Director of Finance, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about Solver?**

It is very flexible and allows the user to pull in data from various sources

**What do you dislike about Solver?**

There are so many steps involved - it is difficult to remember the order of steps required to construct a report.

**What problems is Solver solving and how is that benefiting you?**

Ability to retrieve data from multiple systems and marry them in a report together

  ### 27. Great Performance and Integrations for Storytelling Data Reports

**Rating:** 4.0/5.0 stars

**Reviewed by:** Cynthia P. | Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 18, 2026

**What do you like best about Solver?**

creating reports that tell the best story about our data.  Performance is good. I like the integrations with other data sets that don't necessarily come from an accounting system.

**What do you dislike about Solver?**

improve default views for reports; allow to hide reports developed in training

**What problems is Solver solving and how is that benefiting you?**

We can create reports that satisfy stakeholder requirements.

  ### 28. Easy to Use with Strong Reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael C. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 20, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

The ease of use and the reporting available

**What do you dislike about Solver?**

Time to code reports and effort it takes to get it done.

**What problems is Solver solving and how is that benefiting you?**

We needed more robust reports in timely manner. Solver has given us that and we have data at our finger tips at all times.

  ### 29. Seamless ERP Integration and Meaningful Insights with Solver Reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** July 21, 2026

**What do you like best about Solver?**

Information feeds directly into Solver from our ERP system. We are able to get meaningful insight due to Solvers reporting capabilities.

**What do you dislike about Solver?**

The one dislike that we have as a small team is that the report creation does not seem user friendly to lay accounting folk.

**What problems is Solver solving and how is that benefiting you?**

Solver is allowing us to report financials in ways that our ERP system does not.

**Official Response from Rebekah Klimuck:**

> Thank you for the valuable feedback. Will we be seeing you at our ASCEND conference? We would love to connect over any sessions that may help your Solver experience become more efficient.

  ### 30. Easy Way to Create Professional Financial Documents

**Rating:** 4.5/5.0 stars

**Reviewed by:** Joshua H. | Analyst I, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2026

**What do you like best about Solver?**

It’s very easy to put together a professional financial document.

**What do you dislike about Solver?**

Some compatibility features require additional communication with Solver to work properly.

**What problems is Solver solving and how is that benefiting you?**

Solver makes it possible to automate tedious, manual data-entry processes, which ends up saving a lot of time.

  ### 31. Excel-Based and User-Friendly, with Easy Integration

**Rating:** 4.0/5.0 stars

**Reviewed by:** D B. | Accountant, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

Ease of integration, user friendly as it is based on Excel

**What do you dislike about Solver?**

Lack of data integrity, audit trail and dashboard

**What problems is Solver solving and how is that benefiting you?**

We are able to consolidate and provide reports more efficiently

  ### 32. Simple, Flexible Reporting Made Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ryan B. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2026

**What do you like best about Solver?**

Simple to create the reports that you want. Easy to get reports by dimension

**What do you dislike about Solver?**

Learning curve to report design and template building

**What problems is Solver solving and how is that benefiting you?**

Compiling reports by department that saves time.

  ### 33. Good for reporting, not great on budgeting

**Rating:** 3.0/5.0 stars

**Reviewed by:** Jessica J. | Budget and Financial Analyst III, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** November 12, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

The reporting in Solver works really well once the reports are built.

**What do you dislike about Solver?**

The budgeting portion does not like complicated budgeting with multiple departments and multiple funding sources. Solver cannot handle complicated business/government set ups. Building salaries and positions into the budget template is not reliable. If a user does not use solver daily, it can be difficult to run end user reports.

**What problems is Solver solving and how is that benefiting you?**

Solver is helping to create uniform reporting for our system.

  ### 34. Easy to Navigate with Great Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sheila B. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 19, 2026

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

easy to navigate and good customer service.

**What do you dislike about Solver?**

Not much so far, just starting to utilize.

**What problems is Solver solving and how is that benefiting you?**

Budgeting process and reducing dependence on a finance staff.

  ### 35. Solver Highlights Hidden Trends and Opportunities for Pathways

**Rating:** 5.0/5.0 stars

**Reviewed by:** Delia B. | Director of Financial Planning and Analysis, Enterprise (> 1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 13, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

I use ad hoc reporting to prove things all the time. I am enjoying sharing the ease of creating reports. I have had a lot of very good Solver support in my build out of the program for my organization. I am ready to launch reporting that will guide Pathways to greater stability and growth.

**What do you dislike about Solver?**

There are a few times when I have overwhelmed the system with data uploads and I do not know why. Also, I have found that the reports populate correctly when pulled out of the system. I don't know why that would be either.

**What problems is Solver solving and how is that benefiting you?**

We are using the system for our budgeting purposes and it is much simpler than our approach in the past

  ### 36. Streamlined Reporting with Minor UX Hurdles

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 03, 2026

**What do you like best about Solver?**

I like the ability to create report packages and update budget templates within minutes. The budgeting templates also allow us to make changes quickly and push out updated statements faster than before. We have multiple departmental statements, and we are able to run all of the statements when we create them in a package. The initial setup was pretty easy, and our implementation team provided a good amount of training to ensure we knew how to build reports and use the budgeting templates.

**What do you dislike about Solver?**

I wish that the designer was a bit more intuitive. It takes a while to create a new report from scratch.

**What problems is Solver solving and how is that benefiting you?**

Solver improves our reporting and budgeting process, allowing for quick changes and faster statement updates. I like creating report packages and updating budget templates within minutes, which lets us handle multiple departmental statements efficiently.

  ### 37. Refresh Delays and Random Errors Undermine Report Accuracy

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** July 21, 2026

**What do you like best about Solver?**

It is dynamic and allows for many different scenarios.

**What do you dislike about Solver?**

Refresh delays, random errors, reports not balancing.

**What problems is Solver solving and how is that benefiting you?**

It is barely meeting our basic requirements of publishing monthly financials.

**Official Response from Rachel Walker:**

> Thank you for taking the time to provide your candid feedback. We're sorry to hear Solver has not met your expectations, and want to take action to identify the root causes and potential solutions. Reliable refreshes, balanced reports, and accurate financials are critical, and we take these concerns seriously. Our team would like to better understand the issues you're experiencing and help resolve them.
Please submit a Support ticket at https://support.solverglobal.com/ or reach out to your dedicated Customer Success Manager at customercare@solverglobal.com so we can investigate your specific environment and work toward a better experience.

  ### 38. Real-Time P&L Updates, but the View Details Feature Needs Fixing

**Rating:** 2.5/5.0 stars

**Reviewed by:** Sarah E. | DIPPR Executive Director, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 03, 2026

**What do you like best about Solver?**

seeing real time updates on my profit and loss sheet.

**What do you dislike about Solver?**

The view detail function doesnt always work for me.

**What problems is Solver solving and how is that benefiting you?**

It allows me to see my finances sooner without having to wait for manual updates from my finance dept.

  ### 39. Powerful Data Gathering, But Reporting and Organization Need Improvement

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** November 19, 2025

**What do you like best about Solver?**

Solver is an excellent database for gathering information from multiple sources and generating reports.

**What do you dislike about Solver?**

Creating reports comes with a significant learning curve, and I often find myself needing to reach out to partner consultants for help. The publishing features are quite limited, which adds to the challenge. Additionally, keeping everything organized is tough—I have a large number of reports that I’ve started but don’t want to delete, yet I also don’t want them cluttering categories and causing confusion for others.

**What problems is Solver solving and how is that benefiting you?**

Solver addresses the challenge of managing data from multiple sources, which is particularly helpful for us since we generate reports using information from various places. This capability has made our reporting process much more efficient.

  ### 40. Efficient Time-Saver That Boosts Productivity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Elsa R. | Controller, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 03, 2026

**What do you like best about Solver?**

efficient, time saver, love the clean reporting

**What do you dislike about Solver?**

sometimes updates can take too long.  Need more time

**What problems is Solver solving and how is that benefiting you?**

reporting function for multiple entities it saves us time

  ### 41. Excellent tool to automate analysis and reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 22, 2025

**What do you like best about Solver?**

With Solver's automated integrations, we no longer need to manually download data from multiple sources and format it to meet reporting needs. We can easily create report templates, saving hours of work when modifying large Excel models to change reporting format, roll forward into new reporting periods, or bring in new data. The fact that Solver is easy to learn by team members who are familiar with Excel is a great bonus when it comes to training.

**What do you dislike about Solver?**

The biggest downside for us is that creating new reports can still be a time consuming process. We do not use D365 and therefore do not have access to the template marketplace, and having access to these templates would be extremely valuable. In addition, AI functionality would be extremely valuable if it could help quickly create new reports or draft new rules.

**What problems is Solver solving and how is that benefiting you?**

It is a great tool for centralizing data from multiple sources and automating our reporting processes. The input template functionality will also allow us to quickly collect information from different business functions so that we can more efficiently prepare budgets and rolling forecasts.

  ### 42. Solving my problems

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

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**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 14, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

The data aggregation component is my favorite part of the solver.

**What do you dislike about Solver?**

There are some things from a user perspective that just don't quite make sense. For example, Publisher operates only on a calendar day basis. The vast majority of organizations close their books on a business day basis, so having that functionality would make Publisher more usable. 

I also do not like the inability to automatically and conditionally hide rows that visually display 0, but actually have underlying transactional data. 

For example, we might have 1 debit and 1 credit for accounts receivable, that adds up to approximately 0, but not 0 exactly. From a visual perspective, we can't automatically hide those rows. So we have to go into Excel, modify the document, then save. Perhaps some sort of rounding function built into the "hide blank or near blank" rows would do the trick.

**What problems is Solver solving and how is that benefiting you?**

Automating the generation of reports without having to exclusively use Excel.

  ### 43. Solver equips you with all the tools you need for budgeting and financial reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Donna V. | Financial Information Systems Analyst, Sr., Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 24, 2025

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

As a report creator for our organization, I have been able to use my Excel skills paired with Solver's robust functionality to create dream come true reports with ease. For other users looking for on demand data pulling, Solver's Ad Hoc Reporting allows for folks to slice and dice the data to get what they need. During our annual budgeting process, Solver's writeback templates and assignments has made creating, reviewing, editing, and finalizing our budget a seamless process. Staff at Solver have a wealth of knowledge and are easily accessible to help provide service when needed. The connection with our ERP is automated and seamless.

**What do you dislike about Solver?**

When migrating to the cloud platform, a few functions were no longer available in the cloud that existed in the on-premises environment. While they are working on building some back, there are a few that have not been rebuilt.

**What problems is Solver solving and how is that benefiting you?**

Solver has helped us to make meaningful use of our data, allowing us to make more timely and accurate business decisions.

  ### 44. New Implementation of the Solver Platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 22, 2025

**What do you like best about Solver?**

We moved to Solver as an add on to our transition from and older accounting software to Microsoft Business Central. We were initially drawn to Solver through our need for more robust financial reporting that we weren't getting elsewhere. After spending the last 6 months in Solver, and attending their annual Ascend conference, I have found other areas of business we can utilize the platform in, such as sales dashboards, KPI metrics, project tracking, and much more.

**What do you dislike about Solver?**

There is a significant learning curve with the solver system, but luckily they have a healthy knowledgebase full of videos and articles on how to most effectively use the system.

**What problems is Solver solving and how is that benefiting you?**

Solver is allowing us to provide more complicated multi-location and multi-entity financial reporting, with consolidation capabilities.

  ### 45. Essential Tool for Streamlined Budgeting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** November 18, 2025

**What do you like best about Solver?**

It is very helpful with our budgeting process

**What do you dislike about Solver?**

If anything it would be that I have to save it frequently or risk the data I entered is lost.

**What problems is Solver solving and how is that benefiting you?**

Uploading our previous data and using it for comparison.

  ### 46. Solver is great!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Blake P. | Financial Analyst, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 13, 2025

**What do you like best about Solver?**

I like the data warehouse and the different ways you can integrate different software's. We implement several of our custom systems as well as BC, and excel files.

**What do you dislike about Solver?**

Sometimes the exact details aren't clear for certain error messages and make it difficult to figure out what the exact problem is, especially on input templates.

**What problems is Solver solving and how is that benefiting you?**

Putting our data all together in one spot where we can combine different modules and dimensions to get exactly what we need.

  ### 47. Proactiveness in making things right

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mai L. | Supervisor of Budget, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 14, 2024

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

What is most helpful about Solver is they will resolve and answer your concerns promptly. Solver is a power tool that can help plan and report.

**What do you dislike about Solver?**

Solver does and does not function like an excel. I wish it can filter and find function in the planning and report setting instead of export to Report Designer.

**What problems is Solver solving and how is that benefiting you?**

Being able to create Budget, Personnel and Capital forms in Solver. Storing data and retrieving past data for forecasting.

  ### 48. Accelerate Better Decisions

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 17, 2022

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Solver?**

I like you can use excel formulas together with Solver commands. For the most part that makes the reporting super easy and very flexible.

**What do you dislike about Solver?**

It is not always user friendly and if there is an issue it can be hard to figure out.

**What problems is Solver solving and how is that benefiting you?**

Financial reporting

Solver reports are very easily adjusted to answer a specific question.

**Official Response from Stacy Pitts:**

> Thank you for your feedback. We appreciate it and take it very seriously. Our training team is currently working on updating Solver Academy to create shorter videos and documents to make the learning process/path more accessible, including creating material on best practices in summing values in reports. If you need additional resources at any time, please contact us @ customercare@solverglobal.com.

  ### 49. Great program, but I have a long wish list

**Rating:** 4.5/5.0 stars

**Reviewed by:** Noelle P. | Report Specialist, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** November 25, 2024

**What do you like best about Solver?**

*I can rely on Solver as a tool to get financial reporting done. 
*The API to powerBI has worked flawlessly so far.
*User's ability to load their forecasts and budgets directly into the scenario.
*Security is easy to implement
*Security settings staying constant throughout all the different modules e.g., reporting archive, input template, etc.
*I like the role that was created in Solver for more technical customer support without having to escalate questions/needs e.g., Steve

**What do you dislike about Solver?**

*Data Explorer's load time is slow. I'd like the initial view limited to 100 records to speed it up.
*Unable to control the report archive for my users. I want to be able to delete reports in their archive, similar to being an admin in a workspace.
*Parameter naming is inflexible. I had an issue where a previous report creator was using 'periods' and I was using 'period'. This created a confusing extra period filter in the report archive for users. To fix this, I had to delete the old parameter out of every report and setup a new paramter. Then I had to publish the report to the report archive and now my users have 2x the report because I can't control their archive space.
*Default LID entry in input templates. My users think it's clunky and they constantly make mistakes while using it e.g., leaving the last column cell blank & somehow breaking it by putting a value in the main line (even though I thought that wasn't supposed to be possible... they found a way to break it). I then have to clear out everything, save, and re-enter in the LID section. 
*Solver is very slow sometimes or has issues fetching drill-down data or it fails. I'd like to have an indication of when Solver is experiencing a slowdown or issues.
*Customizing a drill-down in a report is cumbersome.
*No way to 'view as' a role. In many programs I admin, I can 'view as' a role so I can interact with the program the way the user is enabled to.
*Auto-save feature for input templates. I had 2 users enter their budgets and not his save this cycle.
*Overhaul the look and UI experience of input templates. I had some users complain that it wasn't "slick looking"... I get that it's Excel, so maybe at least Learning Academy courses on beautifying a report template and best practices for the user experience. 
*Maybe I missed this option, but there is no way (?) to get a summary of my publisher jobs for the day so I can see what ran or did not run easily.
*Lack of user community. With many other software programs, users can respond and try to help others, and then an official representative of the software responds occasionally. The Solver community forum is a borderline ghost town.
*Need the ability to lock roles in the planning security section instead of having to lock the entire scenario down
*Metrics on how often reports are viewed and by what users

**What problems is Solver solving and how is that benefiting you?**

Solver enables our company to quickly build up its future financial picture. Since the department heads can enter their budgets and forecasts directly into Solver, we get the information ASAP. This helps our executive team intervene if necessary, informs their decision-making, and helps them with their plan.

  ### 50. Reporting made easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicole C. | Senior Director of Financial Accounting, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account added to their profile

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** February 14, 2025

**What do you like best about Solver?**

I love that this syncs to our accounting software daily and we are able to pull and create reports for all our communities in one report/file that would otherwise take us several hours to create. I also appreciate that once we have taken time to create a report, we can pull that for every month, community, etc. that we need! We are in Solver daily to pull the items that we need. This is also a huge component for our budget. The ease of use for budgeting is terrific!

**What do you dislike about Solver?**

The linking of spreadsheets can be difficult sometimes due to the nature of how solver works. We are usually able to figure it out.

**What problems is Solver solving and how is that benefiting you?**

Having all our budget information in one central location. Being able to pull/create reports for all our communities, which have separate books and would otherwise need to be pieced together.


## Solver Discussions
  - [If anyone has any tips they can share, beyond the basics, like VBA and Macros?](https://www.g2.com/discussions/if-anyone-has-any-tips-they-can-share-beyond-the-basics-like-vba-and-macros) - 2 comments, 1 upvote
  - [How do you integrate your loan management system?](https://www.g2.com/discussions/14712-how-do-you-integrate-your-loan-management-system) - 1 comment, 1 upvote
  - [Integration-Nextgen](https://www.g2.com/discussions/14395-integration-nextgen) - 1 comment, 1 upvote

- [View Solver pricing details and edition comparison](https://www.g2.com/products/solver/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-21+06%3A09%3A22+-0500&secure%5Bsession_id%5D=a8da978a-722e-44f0-afc0-917154d93ab6&secure%5Btoken%5D=0ace15acb6bc1fa84c284d2fc1364e41a5dd148cfd1bf82c4b5ba75215705890&format=llm_user)

## Solver Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods
- Real-Time Data

**Financial Planning**
- Extended Planning
- Reporting
- Integration
- Self-Service Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning
- Budgeting/Forecasting

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates
- Real-Time Data

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI
- Generative AI

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards
- Approval Process Control

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking
- Financial Analysis

**Additional Functionality**
- Predictive Analytics
- Multi-Language
- Generative AI
- Currency Management
- AI Copilot
- User Management
- Project Management
- Risk Management
- Real-Time Analytics
- Audit Trail
- Tax Management
- Investment Management
- Transaction History
- Data Import/Export
- Fixed Asset Management
- Mobile Access
- Transaction Monitoring
- API
- Project Time Tracking
- Projections
- Consolidation/Roll-Up
- General Ledger
- Purchasing & Receiving
- Real-Time Monitoring
- Configurable Workflow
- Dashboard Creation
- Accounting
- Electronic Payments
- Revenue Recognition
- Invoice Management
- Compliance Management
- "What If" Scenarios
- Workflow Management
- Multi-Currency
- Planning Tools
- Visual Analytics
- Cash Management
- Customizable Reports
- Bank Reconciliation
- Invoice Processing
- Multi-Company
- For Investors & Traders
- Expense Tracking
- Purchase Order Management
- Access Controls/Permissions
- Activity Dashboard
- Reporting/Analytics
- Alerts/Notifications
- Billing & Invoicing
- Receipt Management
- Profit/Loss Statement
- Income & Balance Sheet
- Cash Flow Management

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Data Visualization
- Purchase Order Management
- Expense Management
- Ad hoc Reporting
- Multi-Company
- Profit/Loss Statement
- Workflow Management
- Access Controls/Permissions
- Customizable Reports
- Forecasting
- Dashboard Creation
- Self-Service Reporting
- Multi-Currency
- Financial Management
- "What If" Scenarios
- Asset Lifecycle Management
- Strategic Planning
- Visual Analytics
- Billing & Invoicing
- Real-Time Reporting
- Reporting/Analytics
- Receipt Management
- Scenario Planning
- Alerts/Notifications
- Collaboration Tools
- Version Control
- Activity Dashboard
- General Ledger
- Third-Party Integrations
- Consolidation/Roll-Up
- Drag & Drop
- Income & Balance Sheet
- Multi-Department/Project
- Accounting
- API
- Chart of Accounts
- AI Copilot
- Cash Management

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